Incoming links: Semiconductor industry
Very good channel to learn some basics of semiconductor device fabrication!
Focuses mostly on the semiconductor industry.
youtu.be/aL_kzMlqgt4?t=661 from Video "SMIC, Explained by Asianometry (2021)" from mentions he is of Chinese ascent, ancestors from Ningbo. Earlier in the same video he mentions he worked on some startups. He doesn't appear to speak perfect Mandarin Chinese anymore though based on pronounciation of Chinese names.
asianometry.substack.com/ gives an abbreviated name "Jon Y".
Reflecting on Asianometry in 2022 by Asianometry (2022)
Source. Mentions his insane work schedule: 4 hours research in the morning, then day job, then editing and uploading until midnight. Appears to be based in Taipei. Two videos a week. So even at the current 400k subs, he still can't make a living.In the past, most computer designers would have their own fabs.
But once designs started getting very complicated, it started to make sense to separate concerns between designers and fabs.
What this means is that design companies would primarily write register transfer level, then use electronic design automation tools to get a final manufacturable chip, and then send that to the fab.
It is in this point of time that TSMC came along, and benefied and helped establish this trend.
The term "Fabless" could in theory refer to other areas of industry besides the semiconductor industry, but it is mostly used in that context.
This is the mantra of the semiconductor industry:
- power and area are the main limiting factors of chips, i.e., your budget:
- chip area is ultra expensive because there are sporadic errors in the fabrication process, and each error in any part of the chip can potentially break the entire chip. Although there areThe percentage of working chips is called the yield.In some cases however, e.g. if the error only affects single CPU of a multi-core CPU, then they actually deactivate the broken CPU after testing, and sell the worse CPU cheaper with a clear branding of that: this is called binning www.tomshardware.com/uk/reviews/glossary-binning-definition,5892.html
- power is a major semiconductor limit as of 2010's and onwards. If everything turns on at once, the chip would burn. Designs have to account for that.
- performance is the goal.Conceptually, this is basically a set of algorithms that you want your hardware to solve, each one with a respective weight of importance.Serial performance is fundamentally limited by the longest path that electrons have to travel in a given clock cycle.The way to work around it is to create pipelines, splitting up single operations into multiple smaller operations, and storing intermediate results in memories.
The leading no-royalties options as of 2020.
China has been a major RISC-V potential user in the late 2010s, since the country is trying to increase its semiconductor industry independence, especially given economic sanctions imposed by the USA.
E.g. a result of this, the RISC-V Foundation moved its legal headquarters to Switzerland in 2019 to try and overcome some of the sanctions.
Leading RISC-V consultants as of 2020, they are basically trying to become the Red Hat of the semiconductor industry.